Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-325
Closed -$110K 119
2024
Q4
$110K Hold
325
0.04% 144
2024
Q3
$104K Hold
325
0.03% 157
2024
Q2
$104K Hold
325
0.04% 140
2024
Q1
$113K Hold
325
0.04% 136
2023
Q4
$118K Hold
325
0.05% 135
2023
Q3
$97K Hold
325
0.04% 137
2023
Q2
$107K Sell
325
-70
-18% -$23K 0.04% 138
2023
Q1
$131K Hold
395
0.06% 124
2022
Q4
$95K Hold
395
0.04% 136
2022
Q3
$88K Hold
395
0.04% 135
2022
Q2
$95K Hold
395
0.04% 138
2022
Q1
$125K Hold
395
0.05% 131
2021
Q4
$158K Hold
395
0.06% 127
2021
Q3
$134K Hold
395
0.05% 134
2021
Q2
$137K Hold
395
0.05% 134
2021
Q1
$134K Sell
395
-20
-5% -$6.79K 0.05% 136
2020
Q4
$151K Hold
415
0.06% 126
2020
Q3
$136K Buy
+415
New +$136K 0.06% 121
2019
Q4
$107K Hold
415
0.05% 135
2019
Q3
$92K Hold
415
0.05% 144
2019
Q2
$85K Buy
415
+50
+14% +$10.2K 0.04% 150
2019
Q1
$67K Buy
365
+235
+181% +$43.1K 0.04% 161
2018
Q4
$23K Hold
130
0.01% 210
2018
Q3
$24K Hold
130
0.01% 230
2018
Q2
$23K Hold
130
0.01% 228
2018
Q1
$20K Hold
130
0.01% 239
2017
Q4
$19K Buy
+130
New +$19K 0.01% 254